Augusto Luna is a registered investment advisor at Provenance Wealth Advisors, based in Fort Lauderdale, FL, with 12 years of industry experience. Augusto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 3,342 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
Fee Estimator
Location
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Augusto is an independent contractor and owner of Flat Six LLC, created to receive compensation from Provenance Wealth. He is also an investment advisor at Provenance Wealth Advisors, sells non-variable insurance products, and receives referral fees.
Employment History
Current Registrations
Provenance Wealth Advisors
Pwa Securities, LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations10 states
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